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Quick start on My Livingston. Quicker insights into your business.

Use these quick tutorials to discover how to get the most out of the My Livingston experience.


My Livingston is designed to deliver easy-to-understand visuals of your shipping trends and provide enhanced shipment visibility to ensure there are no surprises.


Learn more about My Livingston by registering for our free weekly My Livingston webinars

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Access our help and self-support resources.

4 resources

Webinar

My Livingston - Recorded Webinar

Learn how to navigate My Livingston including how to set your dashboard preferences, view drill-down reports, create customize reports, view and download your imaged entry packages.

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User Guide

My Livingston - Quick Start Guide

Use this quick start guide to efficiently reference steps to follow until you are familiar with the core features and functions of My Livingston.

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User Guide

My Livingston - User Setup Guide for Client Admins

This document is for Client Administrators who need instructions to grant My Livingston access to Team Members within their company, and provide them with additional My Livingston Solutions like Create Docs USA or Create Docs Canada.

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Video Tutorial

Navigating My Livingston

Watch this 2-minute video to learn about the main navigation controls of My Livingston.

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Video Tutorial

Setting Dashboard Preferences

Learn more about the My Livingston Dashboard, including ways to customize what data you want to show and how it appears on screen through this 2-minute video.

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Video Tutorial

My Account and Help

This 2-minute video shows what’s accessible under My Account and highlights where you can access a rich library of support and learning resources.

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Video Tutorial

Dashboard

Learn the quick and easy way to manage and customize what data appears right when you log-in My Livingston by easy-to-use customization tools for your Dashboard. This 8-minute video also covers how to navigate mini-drilldown reports to get a step ahead with the data you have on hand.

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Video Tutorial

Create Reports

Explore all the rich data you have in your fingertips through the Create Reports feature of My Livingston. This 15-minute video will show you how to create, customize and extract reports which you can use to slice-and-dice data to gain better insights to grow your business.

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Video Tutorial

View Images

My Livingston provides easy and quick access to all your imaged documents, from shipping documentation, billing invoices, release documents and much more. View this 7-minute video to learn how to view, print, download and compare documents easily.

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User Guide

Billing Analysis Reports

Easy steps to get you get started in using the customs brokerage billing analysis report. There are four billing analysis sheets to explore and see aggregate views of customs clearance related billing charges to identify trends in duty, tax and other fees as well as line-level details for each invoice number.

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Video Tutorial

Create Docs USA - Demo Video

This 14-minute video will demonstrate the important functions of the Create Docs USA feature of My Livingston. It will walk-through the process end-to-end, from navigating your dashboard to posting your proforma to broker, as well as creating additional documents like bills of lading and NAFTA certificates of origin for your shipments to the U.S.

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User Guide

Create Docs USA - Quick Start Guide

Easy steps to get you started on the new Proforma module of My Livingston Create Docs USA. It provides you with the details, complete with screen shots and important tips and tricks to follow.

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User Guide

Create Shipping Docs USA - Proforma Processing with PGA Guide

Comprehensive guide to the Proforma module of My Livingston Create Docs USA with Participating Government Agencies (PGA’s). It provides you with details, complete with screenshots and important tips! This guide is beneficial to all Proforma module users, with or without PGA’s.

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Video Tutorial

Create Docs USA - Managing Transaction Parties

This 7-minute demo video will show you how to add, edit and delete transaction parties in My Livingston Create Docs USA.

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Video Tutorial

Create Docs USA - FDA Shipments

This 23-minute video provides a step-by-step demonstration of creating a Proforma Invoice for shipments to the USA governed by the Food & Drug Administration (FDA).

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User Guide

Create Docs USA - Managing Transaction Parties for FDA Shipments

This guide will help you understand how to set up and input the required data within Create Docs USA for transaction parties in the supply chain related to shipments that are governed by the Food & Drug Administration (FDA).

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Video Tutorial

Create Docs USA - Bill of Lading

This 4-minute video will show you how to complete a Bill of Lading (BOL) document in My Livingston Create Docs USA.

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Video Tutorial

Create Docs USA - United States - Mexico - Canada Certification of Origin

This 6-minute video will show you how to easily complete a USMCA certification of origin from Proforma, including the built-in productivity tools you can leverage to easily complete your document.

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User Guide

Create Docs USA - Proforma Import Guide

Through a simple upload of a properly completed Excel file, the import function allows for easier and faster completion of proformas especially if multiple product lines are required. Learn how you can benefit from this feature and the important how-to through this Proforma Import Guide.

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FAQ

Create Docs USA - Frequently Asked Questions

A comprehensive list of questions that come up for My Livingston Create Docs USA including topics on common challenges that users encounter, what to do and who to contact for support, and basic troubleshooting tips.

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User Guide

Create Docs USA - Full User Guide

This user guide takes you step-by-step through all features and functionality of My Livingston Create Docs USA, including the definition of the different fields needed for your shipping documentation to the U.S.

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Webinar

Create Docs USA - Recorded Webinar

To get a full end-to-end training on the Create Docs USA feature of My Livingston, you can watch this 1-hour recorded webinar. This on-demand webinar highlights how to create shipping documentation like proformas, bills of lading and USMCA certifications of origin for your shipments to the U.S.

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User Guide

Create Docs USA - Guide for Clients with Related Accounts

If you have multiple client numbers with Livingston, here's a quick guide to help you navigate through Create Docs USA, from switching company profiles to finding documents for your related accounts.

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User Guide

Create Shipping Docs USA - Lumber Permit Module Guide

Easy steps to get you started on the Lumber Permit module of My Livingston Create Docs USA. It provides you with the details, complete with screen shots and important tips and tricks to follow.

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Video Tutorial

Create Docs USA - Lumber – Permit and Proforma Processing

A comprehensive 50-minute video demonstrating how to process Lumber Permits and subsequently Proformas with Lumber and APHIS Participating Government Agency requirements.

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User Guide

Create Docs - ACE eManifest Module (U.S) User Guide

How-to tips to get you started on the Create Shipping Docs ACE eManifest module. It provides you with the details, complete with screen shots and important steps to file truck carrier manifests with U.S. Customs and Border Protection (CBP) for shipments destined to the U.S. from Canada.

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User Guide

Create Docs - ACI eManifest Module (Canada) User Guide

Step-by-step instruction on how to file carrier manifests for northbound truck shipments into Canada. Advance Commercial Information (ACI) is a Government of Canada initiative requiring the electronic transmission of specific shipment data to the Canada Border Services Agency (CBSA) to identify and mitigate potential threats to Canada.

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User Guide

Create Docs Canada - Quick Start Guide

This document highlights the main things you need to know about the Create Docs Canada feature of My Livingston to easily start creating your Canada Customs Invoice and more.

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User Guide

Create Docs Canada - User Guide

For a comprehensive guide on Create Docs Canada including definition of data requirements and steps to navigate through the tool, use this detailed user guide. This document is also accessible right from within the application under the Help menu.

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User Guide

Create Docs Canada - Quick Start Guide for CUSMA

This quick start guide will highlight the main changes in Create Docs Canada as users transition from the North American Free Trade Agreement (NAFTA) to the Canada-United States-Mexico Agreement (CUSMA).

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Webinar

Create Docs Canada - Recorded Webinar

View this webinar if you want to learn step-by-step how to create shipping documentation for your shipments into Canada, like the Canada Customs Invoice, bill of lading and NAFTA certificate of origin.

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User Guide

Create Docs - Importer Security Filing Quick Start Guide

This document will help you learn more about how to use Livingston's Importer Security Filing (ISF) technology solution, from ISF creation to submission and more.

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Video Tutorial

Create Docs - Importer Security Filing Demo Video

Here's an end-to-end 19-minute demo video to learn about Livingston’s technology solution to create and submit your Importer Security Filing (ISF).

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Video Tutorial

Navigating Livingston Payments

Watch this 15-minute video to learn about the main features of Livingston Payments.

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